See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 37 · EIN 94-1347393 | Loan Processing | $480 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,542 | $37,196+285.9% | $154,107-6.9% | $55,725+157.6% |
| Participation rate | 89.4% | 64.1%+25.3pp | 83.0%+6.4pp | 70.9%+18.6pp |
| Annual return | -3.89% | 1319.68%-1323.6pp | 735.12%-739.0pp | 244.93%-248.8pp |
| Employer contribution / active EE | $6,418 | $1,614+297.6% | $5,298+21.2% | $2,078+208.8% |
| Participant deferral / active EE | $3,832 | $2,068+85.3% | $5,081-24.6% | $3,356+14.2% |
| Admin fee / account holder | $1 | $102-98.5% | $13,411-100.0% | $115-98.7% |